Forum MAX Best of the Best: Utilizing Technology to Drive Sales
Speakers: Jamie Farmer, CLU, CHFU
Year: 2021
Body of Knowledge:
Product
Competence: Technical |
Level: Basic |
Session Rating: 4.50
A snapshot of a number technology companies and software we are using to make you look better or more efficient in the field.
Learning Objective #1: Analyze the technology to stay ahead of the times and technologies to avoid
Learning Objective #2: Compare the most efficient ways to submit life insurance applications to the carriers
Learning Objective #3: Explore different ways to enhance the client experience from presentation to delivery